Connect Planado and Chatbase to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planado
Choose an Action
Automatically do this!
Create Chatbot
Send Prompt
Create Contact
List Chatbots
Enable Integrations or automations with these events of Planado and Chatbase
Enable Integrations or automations with these events of Planado and Chatbase
Actions
Create Job
Create a new job assignment for a field worker
Create Chatbot
Creates a chatbot
Send Prompt
Send a prompt to your chatbot
Create Contact
Creates a contact.
List Chatbots
Get a list of chatbots.
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Frequently Asked Questions
To start, connect both your Planado and Chatbase accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Chatbase (or vice versa).
Absolutely. You can customize how Planado data is recorded in Chatbase. This includes choosing which data fields go into which fields of Chatbase, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Chatbase typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planado and Chatbase. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
Learn MoreAbout Chatbase
With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
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